The Trade Guys cover image

The America COMPETES Act, Semiconductors, and Sanctions

The Trade Guys

00:00

I Think It's Too Late to Do Anything About It Now.

The flow of private capital into this sector is very strong because of the fundamental characteristicsof market demand. And i think the chips act does add federal subsidies in a way, that's where the decision making has essentially already taken place at the state and local level. But my conclusion on the commerce report is the same as bill's - we're going to have this er goin to have this problem for a while.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app